401(k) · DOL Form 5500 · 2023

Blue Mistral, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
77
Participants Small participant base
62nd
Percentile by assets National rank
$154,472
Avg per participant Above avg balance/head
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Official DOL plan name: Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Blue Mistral, LLC · New York · Retail Trade

$12M in assets, 77 participants

Blue Mistral, LLC's Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,161 in Retail Trade (8,414 peers)

Blue Mistral, LLC multi-year trail

Blue Mistral, LLC's plans moved +20.1% in assets from 2022 to 2024; this filing shows Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust at $12M / 77 participants.

#6,161
in Retail Trade (8,414 peers)
+9.7%
assets growth YoY

Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,894,331 Top 38% higher than 62% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 73 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 611905455 · Blue Mistral, LLC PY 2023 · 401(k)

Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust · $12M · 77 · 62nd

  • BOOK $12M
  • BOOK 77
  • BOOK 62nd
  • BOOK 401(k)
  • BOOK near Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan
  • BOOK ind #6161

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in New York →

Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Blue Mistral, LLC 401(k) Profit Sharing Plan & TrustBlue Mistral, LLC 401(k) Pro…$12MSpectrum Insurance Group, LLC 401(k) Profit Sharing PlanSpectrum Insurance Group, LL…$12MIai North America, Inc. 401(k) PlanIai North America, Inc. 401(…$12MGabriella White, LLC 401(k) PlanGabriella White, LLC 401(k) …$12MSarstedt Inc. Retirement Plan$12M
End-of-year total assets ($M) among Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Blue Mistral, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Blue Mistral, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 20.14599842550356% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.8M $13M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 73 $11M
2023 1 77 $12M
2024 1 73 $13M

Blue Mistral, LLC filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN611905455
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.011894331 · Participants: 77Blue Mistral, LLC 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan in WI ($12M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 9.7% during 2023, from $11M to $12M. Reported net income was $1M.
How have Blue Mistral, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Mistral, LLC's sponsor-wide assets grew 20.1%, from $11M to $13M.
Which 401(k) plans are similar in size to Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan in WI ($12M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611905455.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.